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        A full service wealth management company assisting the community with their 401(k)s, IRAs, and retirement planning. As Financial Advisors in Spartanburg South Carolina, we can help you achieve your financial goals. Financial planning is the start to getting you ready for retirement. We can create a full financial plan for you with our free consultation. In addition to financial planning, we can assist with many forms of investment management. Some clients may need tax free income, while others are interested in real estate. If you are interested in investing for the future, feel free to give us a call. As a boutique asset management company, we are excited to work with everyone no matter your financial background.
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        Financial Planning Consultants, Financial Planners, Financial Services, Investment Advisory Service, Investment Management, Retirement Planning Services

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        JF
        Jennifer F.

        06/05/2023

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        I love working with IntelliVest Wealth Management. They are very responsive and take the time to answer all your questions. They also help me understand all of the market changes and how to make the best choices to grow my money. Micheal and Logan are a great team and really provide the 1:1 service that is hard to come by these days.

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        JS
        Jessica S.

        06/05/2023

        Overall
        Expertise
        Professionalism

        As an estate planning attorney, I strongly endorse Intellivest. Michael and Logan truly care for their clients and take pride in offering quality, personalized financial planning services.

        JSF

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        Details

        Phone: (864) 598-0000

        Address: 3082 Old Furnace Rd, Boiling Springs, SC 29316

        Website: Website

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